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SCS Financial

Senior UHNW Wealth Advisory Director

SCS Financial, Portsmouth, New Hampshire, United States, 00215

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A leading investment management firm is seeking an experienced Director, Client Advisor to deliver wealth management solutions to ultra-high-net-worth individuals and families. This role involves developing tailored financial strategies, leading client meetings, and collaborating with external advisors. A minimum of 7 years in wealth management and expertise in estate planning are required. The position is based in Boston or Portsmouth, with a competitive salary package. #J-18808-Ljbffr